Purchases and Sales Made in Q4 2021 in Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-5.4K- 65.52% |
$395K - $458K
|
2.84K
$291K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-5.6K- 4.51% |
$410K - $475K
|
118K
$12.1M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.65K- 1.56% |
$413K - $479K
|
357K
$36.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.66K- 1.34% |
$414K - $480K
|
416K
$42.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.67KClosed |
$415K - $481K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
SELL
|
- |
-6K- 0.73% |
$439K - $509K
|
816K
$83.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-6.06K- 18.83% |
$444K - $514K
|
26.1K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-6.32K- 66.55% |
$462K - $536K
|
3.18K
$326K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.46K- 6.19% |
$473K - $548K
|
97.8K
$10M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-6.59K- 11.84% |
$482K - $559K
|
49.1K
$5.03M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-6.97K- 25.63% |
$510K - $591K
|
20.2K
$2.08M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-7.07KClosed |
$517K - $600K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.2K- 23.08% |
$527K - $611K
|
24K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-7.38K- 33.46% |
$540K - $625K
|
14.7K
$1.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-7.51K- 11.48% |
$550K - $637K
|
57.9K
$5.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7.94KClosed |
$581K - $673K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-7.95K- 2.93% |
$581K - $674K
|
263K
$27M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.04K- 63.58% |
$588K - $682K
|
4.61K
$472K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-8.08K- 31.73% |
$591K - $685K
|
17.4K
$1.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
SELL
|
- |
-8.12KClosed |
$594K - $689K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8.14K- 93.34% |
$595K - $690K
|
581
$59.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-8.14K- 22.86% |
$596K - $690K
|
27.5K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8.2K- 34.17% |
$600K - $696K
|
15.8K
$1.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-8.26K- 3.39% |
$604K - $701K
|
235K
$24.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.57K- 1.41% |
$627K - $727K
|
600K
$61.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-8.93K- 1.57% |
$653K - $757K
|
561K
$57.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.02K- 3.27% |
$660K - $765K
|
266K
$27.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.09K- 2.83% |
$665K - $771K
|
312K
$32M
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-9.14K- 10.26% |
$669K - $776K
|
79.9K
$8.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.27K- 2.66% |
$679K - $786K
|
340K
$34.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9.34K- 4.09% |
$684K - $792K
|
219K
$22.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.48K- 34.71% |
$694K - $804K
|
17.8K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.55K- 6.03% |
$699K - $810K
|
149K
$15.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-9.57K- 1.4% |
$701K - $812K
|
672K
$68.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-9.6K- 2.78% |
$703K - $814K
|
336K
$34.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-9.68K- 3.64% |
$708K - $821K
|
257K
$26.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-10.4K- 14.64% |
$761K - $882K
|
60.6K
$6.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-10.8K- 7.79% |
$794K - $920K
|
128K
$13.2M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-11.1K- 2.71% |
$815K - $945K
|
399K
$40.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-11.4K- 2.6% |
$835K - $968K
|
428K
$43.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-12K- 14.6% |
$877K - $1.02M
|
70.1K
$7.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-12.3K- 4.42% |
$897K - $1.04M
|
265K
$27.2M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-12.3K- 4.42% |
$897K - $1.04M
|
265K
$27.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-12.5KClosed |
$918K - $1.06M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-13.4K- 76.55% |
$984K - $1.14M
|
4.12K
$422K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.5K- 4.6% |
$989K - $1.15M
|
280K
$28.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.6K- 4.26% |
$996K - $1.15M
|
306K
$31.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.8KClosed |
$1.01M - $1.17M
|
0
$0
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14.5K- 2.4% |
$1.06M - $1.23M
|
590K
$60.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-14.8K- 28.77% |
$1.08M - $1.25M
|
36.6K
$3.75M
|